EXPLAINED: 3 | Vintage Vibes

This Is the Only Time You Should Sell Your Stocks at a Loss, According to Suze Orman

Have you ever felt emotional whiplash after buying or selling a stock? Financial advisor and podcast host Suze Orman shared one piece of advice on the only time you should sell your stocks at a loss:...

GOBankingRates · Mar 2

Why Your Financial Advisor is Charging You Too Much (The “1% Fee” Trap Exposed)

Most people hire a financial advisor because they want clarity, confidence, and someone who can help them grow their money—not someone quietly siphoning thousands of dollars a year from their retirement. The problem is that the standard “1% fee” sounds harmless, almost like a small service charge. Yet for many…

Dinks Finance · Feb 24

From Home Runs to Smart Wins: How Frank Cardia Builds Long-Term Wealth Through Discipline, Transparency, and Patience

Frank Cardia doesn’t chase headlines anymore. The financial advisor who once thrived on the adrenaline of day trading and the pursuit of home run returns has spent nearly three decades learning what most investors figure out too late: that patience pays.

inkl · Feb 19

3 Traditional Retirement Rules You Can Ignore Now

Rising costs and longer lifespans mean some classic retirement rules no longer fit today’s realities. Here are three old guidelines you can safely ignore now.

GOBankingRates · Jan 28

How to Find a Financial Advisor Who Understands Retirement Living

You’ve worked hard, saved diligently, and now you’re ready to enjoy the freedom of retirement. But with that freedom comes a new set of financial...

Saving Advice · Jan 26

Richard Shakter's Decades-Long Journey Guiding Clients with Clarity, Mentorship, and Financial Insight

Richard Shakter, a founding partner of Financial Compass Group, LLC, is a seasoned financial advisor with 35 years of experience guiding individuals, families, and business owners through complex financial decisions.

International Business Times · Jan 26

What Questions Should You Ask a Financial Advisor Before Signing On?

As we get older, managing money becomes more complex. Retirement accounts, Social Security, Medicare, estate planning—it’s a lot to juggle. That’s where a good financial...

Saving Advice · Jan 22

8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)

Experts say the key isn't having millions but preparing emotionally as well. Here are eight signs you're ready to retire early even if your advisor isn't sure.

GOBankingRates · Jan 20

Most Americans Feel Unprepared for Today’s Economy — Unless They Have a Financial Advisor

Many Americans feel unprepared amid inflation and high rates. But those with a financial advisor feel more prepared. Learn why and how to boost confidence.

GOBankingRates · Jan 20

Financial advisor leaves 'groomed' retirees destitute

A retired couple who fell victim to a financial advisor convicted of stealing more than $1 million from clients say they were "groomed" and "ripped off".

AAP · Jan 19